Tax Season’s Not Over: Retroactive Tax Regs, Real-Time Decisions
New CPE webinar with Bradley Burnett, this Thursday, April 2.
With Bradley Burnett
CPA Trendlines
K-1 Chaos: IRS Throws Rocks at Hornet’s Nest
CPA Trendlines Academy
Bradley Burnett doesn’t start his 2025 Form 1065 program with a code section. He starts with a warning.
“Throwing rocks at a hornet’s nest,” says Burnett, JD, LLM, is what the IRS is doing to tax preparers. And then he delivers the line that drives the room quiet: “IRS has the bug spray, not us.”
2025 Forms 1065 and K-1s: IRS Throws Rocks at Hornet’s Nest with Bradley Burnett, J.D., LL.M
Full webinar on demand (any time, any device): Learn more | Buy now
The metaphor isn’t about audits. It’s about penalties. The practical risk of partnership returns has less to do with aggressive positions and more to do with incomplete disclosures, mismatched coding and mechanical errors. The danger is not interpretation. It’s the process.
“If the preparer does not do everything that IRS asks us to do,” Burnett warns, “it’s the taxpayer and preparer that get stung.”
Recognize When You Need to Recharge Before You Burn Out | ARC
Paying attention to personal stress signals can help professionals recharge before fatigue turns into burnout.
Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
In accounting, exhaustion does not always look dramatic.
Sometimes it looks like irritability. Sometimes it looks like staring at a spreadsheet that suddenly makes no sense. Sometimes it looks like mental fog, poor focus, a mild headache, or the sense that even small decisions take too much effort.
MORE Accounting ARC: Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC
In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, take on a subject that lands close to home for many professionals, especially during demanding stretches of work: how to recharge when the pace is relentless and the pressure does not let up.
How Much Do Your Clients Need You?
Three questions to ask.
By Ed Mendlowitz
Tax Season Opportunity Guide
Know your value to your clients. Better, understand your business and what you really do and what you add to the client’s life.
MORE by Ed Mendlowitz
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I had a group of gastroenterologists as clients who were going to get into a business of inserting a gastric bubble into people’s stomachs. There were a number of issues to this.
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AI Tax App Crashes Financial Stocks on Wall Street
A sign of things to come?
Contenders and Defenders: Hazel and a new generation of AI tax and legal tools are challenging the old.
By CPA Trendlines
A major sell-off in brokerage and wealth management stocks followed the launch of a new AI-powered tax-planning tool by the financial technology platform Altruist.
Investors reacted sharply to the launch of Hazel AI, a feature within Altruist’s platform that automates complex tax strategies — a service traditionally handled by human advisors and high-fee wealth management firms.